Connect Microsoft Teams to PitchSense
Bring Microsoft Teams calls into PitchSense so call preparation, follow-ups and coaching start from what buyers actually said.
Overview
How PitchSense works with Microsoft Teams
Bring Microsoft Teams calls into PitchSense so call preparation, follow-ups and coaching start from what buyers actually said.
Buyers raise questions, objections and next steps on Microsoft Teams calls. Connect Microsoft Teams and PitchSense adds each conversation to your team’s shared memory and links it to the right deal.
Key problems solved
What changes when you connect Microsoft Teams.
Lost call details
Questions and commitments stay with the deal
Slow follow-ups
Follow-up emails are drafted from the call for review
Generic coaching
Managers coach from real conversations
Rewatching calls
Ask PitchSense what a buyer said instead of scrubbing a recording
Features
Integration features
What PitchSense does with Microsoft Teams.
What PitchSense does with Microsoft Teams calls
Links each call to the right account and deal
Picks out questions, objections and next steps
Adds the conversation to your team’s shared memory
Call preparation
Brings past conversations into the next call’s prep
Suggests relevant content for questions that are still open
Why it matters: Reps start each call knowing what the buyer already asked
Follow-through
Drafts the follow-up email after each call
Tracks commitments made on the call
Why it matters: Fewer promises slip between meetings
Setup
Setup guide
How your team connects Microsoft Teams to PitchSense.
1
Start the connection
An admin starts the Microsoft Teams connection from PitchSense.
2
Approve access in Microsoft Teams
Connect your Microsoft Teams account to PitchSense and choose which meetings it can use. Each conversation is linked to the account and deal it belongs to.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Microsoft Teams data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Microsoft Teams.
More integrations
Related integrations
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